At Moneta, we believe the best time to start a wealth management relationship is now, so that when a financial event occurs, we’ll be ready—together. In the financial world, institutions seem to come and …

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Moneta can help fulfill your fiduciary duty to your organization’s plan participants, delivering education and truly independent advisory services. Wealth is complex, touching every aspect of your life. That’s …

Boutique-style but backed by big firm resources, Moneta is a 100% partner-owned Registered Investment Adviser. What does that mean to you? Our business decisions are made by advisors, not …

Moneta Central Web Portal - Within the portal, you can engage in real-time conversations with your dedicated advisory team, view investment details, access and sign important documents securely, …

MONETA BY THE NUMBERS $37.4 BILLION AUM *as of 12/31/23 LOCATIONS IN 6 CITIES >500 EMPLOYEES

Empowered by Moneta’s large-scale resources, we have the unique ability to focus entirely on making your goals and desires a reality. Whether that requires a day-to-day focus on the details that are …

Oct 3, 2024 · Barron’s ranked Moneta No. 8 on its list of the “ 2024 Top 100 RIA Firms,” marking the ninth time in nine years that Moneta received the honor of being included among “the nation’s best …

Moneta Group is a fee-only wealth management firm offering large-scale resources combined with personalized attention. Our advisors help establish customized financial plans for high-net-worth …

Who We Are Led by our firm’s CEO and Chairman of the Board, we are a passionate team who are obsessively committed to deeply understanding our clients while helping them meet their needs and …